Become A Client

Become A Client

Knowing what to do with your finances can be overwhelming. That’s why when you become a client with CoreStates, we take the weight off your shoulders.

When you become a client, we are here for you. Our Client Services Specialists are here to handle the necessary forms, answer questions and direct you through the steps need to become a client. Not only do you get our excellent service, but you also get access to view your account on our 24/7 online password protected Site.

Don’t wait any longer. Become a client today!

* Our minimum account size is $250,000, although we may accept smaller accounts. Our clients typically custody their accounts with Charles Schwab & Co., Inc. Custodians are independent financial institutions that hold client assets and provide monthly reports of your assets. We are not involved with the management or ownership of any custodian selected by our clients.

If you already have an account with Schwab, it’s a simple process to select CoreStates as your investment advisor. We can also help you move your account from your current broker to Schwab.

Before opening an account, we will provide you with a client agreement and a copy of our ADV Part II, which will detail all relevant aspects of our business, including our pricing schedule. See our Fee Schedule Page.”